General: Frequently asked questions

Through Open a trial account you choose the apps you would like to try, enter your company and confirm your email address. We then set up your portal.

The first month is free and can be cancelled at no cost during that time. If you do not cancel by the end of the free month, the minimum term under the General Terms and Conditions begins, along with paid use. The conditions are set out in the General Terms and Conditions and on the pricing page.

If you would rather just have a look first, use the demo with fictitious data.

Yes. On the demo page you get your own demo company for 7 days, full of fictitious sample data, in all apps and without a password, contract or credit card. In the demo bar you switch roles, for example between owner, HR department, accounting and employees.

Emails, text messages and notifications never leave the demo; it is deleted after 7 days. Please do not enter any real personnel data.

Prefer a conversation? We can also show you the workflows in person.

The application, the database and the daily backups run in data centres in Switzerland whose operator is certified to ISO 27001, 9001, 14001 and 50001. Documents are stored encrypted in Swiss object storage, and transmission is encrypted.

An access log records who viewed or changed which personal data and when. For the data you process in the apps, KMU | base acts as processor; your company remains the controller.

Who receives data and how you can exercise your rights is set out in the privacy policy.

Data migration by KMU | base is free of charge. You upload your data securely in the dashboard under Settings › Data migration, for all apps in your account and without placing an order or unlocking anything. We transfer it into your account within 24 hours on working days. There is no set-up fee.

Alternatively, you can transfer data yourself: the import assistant works with a dry run, a reconciliation report and a rollback.

For special cases, ask us beforehand.

Prices, tiers, packages and discounts are shown exclusively on the pricing page; there you can also calculate your selection in the price calculator. All prices are exclusive of VAT.

Each app is complete and can be booked individually. You do not have to buy modules or plug-ins, and the AI and all updates are included. Only add-on packages are optional, for example for storage, AI or newsletter emails, as well as additional companies in HR | base.

For larger companies we prepare an individual quotation.

The General Terms and Conditions are decisive. Under them, the first month of use is free and can be cancelled at its end, unless the order provides otherwise. A minimum term then applies; after that the contract continues indefinitely and can be cancelled monthly. You cancel additionally booked apps individually.

After the contract ends, KMU | base makes your data available through the standard exports for a period stated in the General Terms and Conditions. The General Terms and Conditions also state that KMU | base provides software and does not owe legal, tax or accounting advice.

Take the duration and deadlines from the General Terms and Conditions, and the prices from the pricing page.

Yes, the “KMU | base” app is available for iOS and Android and is included in the apps. Employees clock in and out (also offline), request holiday, open documents and payslips and receive notifications. Documents and payslips can be protected with Face ID or a fingerprint.

Authorised users also handle tasks from Finance, Docu, QMS and Sales on the go, such as photographing expense receipts or approving requests. The app is available in German, French, Italian and English.

The AI is included in every booked app; a monthly allowance is part of it, and add-on packages are optional (see the pricing page). It answers questions, finds pages and prepares changes.

You get reading and drafts directly. Every change and every action directed outwards first appears as a preview and is carried out only after your approval. The AI has no rights of its own, only those of the person asking.

Processing takes place exclusively in Switzerland, with no training on your data. An authorised person switches the AI on deliberately. More on this on the AI page.

KMU | base supports two-factor sign-in with a code from an authenticator app; backup codes are available. You set the requirement per role; by default it applies to administration and HR.

In addition there is a limited session duration, an account lock after several failed attempts and the rejection of known or overly simple passwords. Anyone who is locked out is signed out immediately on the web and in the app.

Every file is stored encrypted, and the access log shows who saw what and when.

Through roles and permissions. There are four basic roles (administration, HR, line managers, employees) and custom roles that you copy from templates. For each role you set levels per area, control sensitive fields such as salary, AHV number or health data separately, and limit the data scope, for example to your own team or to certain companies.

Every page and every action checks the permission on the server. With “View as this person” you check, read-only and with a log entry, what someone sees.

You will find all ways to get in touch, including the telephone number, on the contact page.

In the apps, the assistant answers your questions first. If it cannot help further, you create a support ticket and follow it under “My account”. Under the General Terms and Conditions we provide support on Swiss working days; special response times apply only if they have been agreed.

Support accesses your data only if you grant it time-limited access. You can revoke that access at any time.

In German, French, Italian and English. Each person chooses their language in their profile, and your company can set a default; the language follows the person, not the device. The app, emails and legal texts are available in all four languages, and numbers, dates and currency appear in Swiss formats.

You create contracts, references and receipts in the language of the recipient. The AI replies in the language of your question and translates texts.

Yes, at no extra charge and with no lock-in. You export all of your company’s data from all apps as JSON and CSV (Excel), documents in their original format, plus a field description and checksums. The export is created in the background, is available to download for 7 days and is logged.

There are also exports in the format of your fiduciary or your accounting software, as well as a public REST API with an API key for your own systems. What applies after cancellation is governed by the General Terms and Conditions.

Yes. You manage groups of companies in one account, each company with its own address and UID; the company serves as a filter and data scope. In Finance | base each company has its own chart of accounts, its own journal and its own financial years, and you switch between the companies at the top. In HR | base you maintain the contract header and expense policy for each company.

People can be restricted to specific companies. How additional companies are charged is shown on the pricing page.